Filed April 22, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,211 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 16 · EIN 92-1819393 | Consulting | $20,481 |
CROWE LLP8 years Service code 16 · EIN 35-0921680 | Consulting | $17,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,875 | $98,727+47.8% | $113,168+28.9% | $85,563+70.5% |
| Participation rate | 95.3% | 80.8%+14.5pp | 76.6%+18.8pp | 66.0%+29.4pp |
| Annual return | 18.35% | 17.43%+0.9pp | 24.27%-5.9pp | 31.51%-13.2pp |
| Employer contribution / active EE | $4,131 | $2,907+42.1% | $2,975+38.9% | $2,654+55.7% |
| Participant deferral / active EE | $10,863 | $5,424+100.3% | $5,107+112.7% | $4,375+148.3% |
| Admin fee / account holder | $147 | $357-58.9% | $12,068-98.8% | $834-82.4% |